Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $224,731 | $201,372+11.6% | $184,260+22.0% | $145,884+54.0% |
| Participation rate | 87.5% | 87.5%0pp | 86.8%+0.7pp | 80.3%+7.2pp |
| Annual return | 13.29% | 29.04%-15.7pp | 28.84%-15.5pp | 551.85%-538.6pp |
| Employer contribution / active EE | $6,781 | $7,024-3.5% | $6,427+5.5% | $4,662+45.4% |
| Participant deferral / active EE | $14,931 | $9,808+52.2% | $9,133+63.5% | $6,690+123.2% |
| Admin fee / account holder | $20,606 | $16,362+25.9% | $13,898+48.3% | $13,392+53.9% |